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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 · EIN 43-1451524 | Investment Management | $37,495 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $19,704 |
WATKINS ROSS3 years Filed as: WATKINS, ROSS & CO. Service code 13 · EIN 38-1477362 | Contract Administrator | $6,477 |
Filed as: FIDELITY INV. INST. OPS., CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $995 |
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,359 | $69,774+96.9% | $67,561+103.3% | $74,429+84.5% |
| Participation rate | 67.9% | 71.4%-3.5pp | 72.9%-5.0pp | 67.2%+0.7pp |
| Annual return | 13.84% | -40.53%+54.4pp | 3525.44%-3511.6pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $4,406 | $2,710+62.6% | $2,735+61.1% | $2,625+67.9% |
| Participant deferral / active EE | $3,723 | $3,636+2.4% | $4,003-7.0% | $4,348-14.4% |
| Admin fee / account holder | $319 | $890-64.1% | $4,006-92.0% | $1,944-83.6% |